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Allen Investment Management’s United Airlines UAL Stock Holding History

Allen Investment Management’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,007
Closed -$670K – 205
2017
Q3 		$670K Sell
11,007
-9,707
-47% -$647K 0.03% 131
2017
Q2 		$1.56M Sell
20,714
-31,020
-60% -$2.34M 0.07% 84
2017
Q1 		$3.65M Sell
51,734
-3,704
-7% -$268K 0.19% 52
2016
Q4 		$4.04M Sell
55,438
-16,004
-22% -$1.02M 0.24% 43
2016
Q3 		$3.75M Sell
71,442
-3,189
-4% -$153K 0.24% 44
2016
Q2 		$3.06M Buy
74,631
+56,168
+304% +$2.66M 0.21% 50
2016
Q1 		$1.1M Buy
18,463
+90
+0.5% +$4.78K 0.09% 84
2015
Q4 		$1.05M Sell
18,373
-259
-1% -$15K 0.09% 81
2015
Q3 		$988K Buy
18,632
+1,976
+12% +$111K 0.09% 95
2015
Q2 		$883K Buy
16,656
+5,057
+44% +$293K 0.08% 107
2015
Q1 		$780K Buy
11,599
+6,794
+141% +$460K 0.06% 110
2014
Q4 		$321K Buy
+4,805
New +$266K 0.02% 185

Other funds holding UAL

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Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return